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James Barron Meek

Tiaa-Cref Individual & Institutional Services, LLC

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About James Barron Meek

James Barron Meek is a financial advisor with over 18 years of experience in the financial services industry. James Meek is currently registered with TIAA-CREF Individual & Institutional Services, LLC. James Meek is also a registered Investment Advisor representative. Previously, James Meek was employed by Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION and Edward Jones. James Meek holds several securities licenses, including Series 7, Series 63, Series 66 and Series 24. James Meek is currently licensed in 27 states. James Meek has expertise in financial planning, selection of other advisors, and portfolio management for individuals.

Firm Information

James Meek is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. TIAA-Cref Individual & Institutional Services, LLC is a Limited Liability Company formed in 2004 and headquartered in New York, NY. The firm provides financial planning and portfolio management services for individuals, corporations, charitable organizations, and high-net-worth individuals. They also offer selection of other advisers and participate in wrap fee programs. TIAA-Cref manages over $32 billion in assets for approximately 73,602 clients across the United States.
Tiaa-Cref Individual & Institutional Services, LLC

730 THIRD AVENUE

NEW YORK, NY 10017-3206

$32.68B

Assets Under Management

31,192

Total Clients

2,960

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Compensation from affiliates

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James Meek’s Registration & Firm History

KY

08/28/2008 - Present

Tiaa-Cref Individual & Institutional Services, LLC (LEXINGTON KY)

KY

07/06/2005 - 06/06/2008

CHASE INVESTMENT SERVICES CORP. (LEXINGTON KY)

IL

11/12/2004 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

MO

08/04/2004 - 11/05/2004

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 10/24/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/06/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/26/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for James Barron Meek. Review regulatory record here.
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